WC
SCHV

Westwind Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Westwind Capital’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-765
Closed -$14K – 49
2018
Q3 		$14K Buy
+765
New +$14.2K 0.01% 38

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Westwind Capital's SCHV Position: Q4 2018 in Review

Westwind Capital sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2018, closing a stake of 765 shares — an estimated $14K sold.

Westwind Capital first reported a position in SCHV in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 380 funds tracked by Wall St. Rank hold SCHV as of Q4 2018.

  • Westwind Capital reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Westwind Capital sold 765 Schwab US Large-Cap Value ETF shares in Q4 2018, an estimated $14K.
  • Westwind Capital first reported a position in Schwab US Large-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Westwind Capital's Schwab US Large-Cap Value ETF position peaked at $14K in Q3 2018.
  • 380 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2018.

Based on Westwind Capital's 13F filing for Q4 2018, filed 9 Jan 2019.